Jonathan Gimperling is a CFP® with 27 years of industry experience. He has worked at Lincoln Financial Advisors Corp since 2003 and previously at Scarborough Capital Management, Inc. from 1999 to 2003. Outside of advising, he owns rental property managed by a third party. KCD Financial, Inc. is a multi-team registered investment adviser with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services using various investment strategies and third-party management programs.

Woodrow Willey Jr. is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has prior experience at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President involved in tax return preparation and tax planning. Willey is additionally licensed as a fixed life insurance agent. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing and ETF-based model portfolios, and has notable broker-dealer operations alongside its advisory services.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Jon Gasior II is a Series 65 licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been involved with Sinclair Prosser Gasior since 2013 and also owns and operates Gasior Law, LLC, an estate planning law firm. His work includes preparing estate plans and providing investment advice to estate planning clients. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services using a range of investment strategies and third-party platforms.

Michael Marvin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Apella Wealth in Annapolis, MD. He previously spent over two decades at TAM Financial Advisors. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach with a range of managed account solutions and integrates advanced technology and third-party managers in its processes.

John James is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he works as an IT Manager at Progressive. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates investment advisory services with insurance and benefits consulting.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

Todd Tocco is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently associated with Certified Advisory Corp and has been managing TJT Financial, LLC since 2014. His career includes over a decade at Certified Advisory Corp and continuing work at TJT Financial, LLC. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional analysis techniques with digital platforms like Betterment to provide comprehensive portfolio management and plan-level consulting.

Bryan Wasserman is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Advisors and MassMutual. Outside of investment advisory, he is involved in insurance sales and benefits consulting through Kelly Risk Management and Kelly Insurance & Investments, Inc. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm manages over $1.4 billion in assets and offers tailored investment solutions using a variety of securities and model portfolios while providing institutional retirement plan consulting.

James Gibbons is a financial advisor with Thurston Springer Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory role, Gibbons is involved in organizing nonprofit technology events and programs, and he co-founded the Annapolis chapter of the Google Developers Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management with both buy-and-hold and active investment strategies.

Christopher De Giacomo is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has worked at McAdam LLC since 2019 and previously was affiliated with Johns Hopkins Business School and Johns Hopkins University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Michael Kelly II is a financial advisor with Continuum Advisory, LLC based in Annapolis, MD. He holds a Series 66 credential and has 11 years of industry experience. Prior to joining Continuum Advisory, he worked at Triad Advisors, Inc. and Signator Investors, Inc. In addition to his advisory role, he serves as Vice President of Kelly Rick Management, a company involved in property and liability insurance. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers retirement plan consulting, with an emphasis on professional integration among its advisors who may hold additional licenses or provide related services.

Brendan O’Rourke is a CFP® with 11 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. His career includes roles at Kestra Advisory Services, Charles Schwab, Morgan Stanley, and First Command Financial Planning. He is also the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management business used for marketing and tax purposes. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs various methods such as modern portfolio theory and technical analysis, often utilizing third-party managers and offering specialized in-house models.

Frederick Mcnair IV is a financial advisor with ValMark Advisers, Inc. in Annapolis, MD, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2001 and previously worked with Minnesota Mutual Life and McNair & Company Inc./Minnesota Mutual. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with proprietary platforms and a range of advisory services.

Michael Kelly is a financial advisor with Continuum Advisory, LLC in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with several firms, including Triad Advisors, Inc., Signator Investors, Inc., and has led multiple business ventures such as Kelly Financial Advisors, Kelly Risk Management, LLC, and Kelly Benefits, Inc. Notably, he has past experience in acting, with residual income from work done over 15 years ago. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm supports integrated professional services among its advisors and utilizes a centralized platform for reporting and asset management.

Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities since 2005, as well as experience with Equitable Advisors prior to that. He serves as chairman of the Hillside Work-Scholarship Connection Prince Georges Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and education in Prince George’s County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and corporate clients. The firm emphasizes tailored solutions delivered largely on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Chrystie Way is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 credential and has worked at several First Command entities since 2020. Outside of her advisory role, she manages a rental property in Fleming Island, Florida. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor model portfolios and third-party managers.

Michael Burley is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2022 and is the owner of Burley Financial Group, which brokers a range of insurance and financial products. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Michael Wilson is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 while maintaining his own firm, Wilson & Associates, since 1982. Outside of financial advising, he serves as a board member and partial owner of Nerds to Go, a computer support and repair franchise in the Washington DC metro area. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Adam Canevazzi is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of Pennsylvania, and PNC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate collaboration.